DOSSIER · 13F-HR · Q2 2026

Oakmont Advisory Group, LLC

$119M in tracked AUM across 526 positions as of Q2 2026.

OA
CIK 0002115370 · last filed Jun 30, 2026
Total AUM
$119M
as of Q2 2026
Holdings
526
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Oakmont Advisory Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$15M22K12.6%
02
DFUS
DIMENSIONAL ETF TRUST
$6M74K5.1%
03
VEA
VANGUARD TAX-MANAGED FDS
$5M67K4.0%
04
QQQ
INVESCO QQQ TR
$4M6K3.5%
05
VWO
VANGUARD INTL EQUITY INDEX F
$4M70K3.5%
06
ICSH
ISHARES TR
$4M81K3.4%
07
DFAS
DIMENSIONAL ETF TRUST
$3M39K2.7%
08
VIG
VANGUARD SPECIALIZED FUNDS
$2M10K2.0%
09
VCIT
VANGUARD SCOTTSDALE FDS
$2M28K1.9%
10
VMBS
VANGUARD SCOTTSDALE FDS
$2M36K1.4%

Filing history

2026Q2Jun 30
$119M 21.2%
526 positionsView →
2026Q1Mar 31
$98M 4.8%
119 positionsView →
2025Q4Dec 31
$94M
116 positionsView →